Managing Users and Security Access

The users module allows you to customize access to various scorecard features and data sets

The Users module is responsible for adding and maintaining user accounts and access to your Clear Impact Scorecard site. The number of users you can have is limited by your licensed user count on the Billing tab (Visible to Instance Admins only).

1. The Add New User button allows you to create new users. If no licenses are available you will not be able to add a new user until you upgrade your account or make an existing user inactive

2. The number of remaining licenses you have available on your account and the number of active users

3. The search function allows you to quickly search for a user to edit

4. The edit button allows you to change user options and reset their password.

5. The key icon denotes the site owner who is the main contact for your Clear Impact Scorecard site and has sole access to the Partner Connect, API, and Billing administration options.

6. Inactive users appear in their own list at the bottom of the page.

7. To reactivate an inactive user, select the Reactivate button next to their name. This option will be unavailable if you have no remaining licenses.

Add a New User

To add a new user to your Clear Impact Scorecard site:

1. Select the Add New User button from the Users list page.

2. Fill out the Email address, First Name, and Last Name of the user. Make sure to double check that the Email Address is correct since this will be the username the person logs in with and receives their credentials at.

3. Select the appropriate access control. You can use one of the quickset blue buttons to speed up the process and then customize from there. For an explanation of each role click on the question mark next to the item or see the complete list below.

4. Select the appropriate scorecards that the user should be able to access. This tab does not appear if the user is given the "All Scorecards" user role. Note - if a user has access to a scorecard then they will also have access to view or edit (depending on their access control) all the scorecard objects that are on that scorecard. The scorecard object lists will also be filtered to only give the user access to content placed on the scorecards they have access to. If a scorecard object is not on a scorecard the user will not be able to view or edit that object.

5. When you are done select the Save button. When a user is successfully saved an email will be sent to the user with their login credentials. If they do not receive the email within 10 minutes have them check their spam filter for an email coming from resultsleadership.org or resultsscorecard.com

Edit a User

To edit a user select the edit button next to the user's name on the user list. From the edit page you can reset the user's password, mark them as inactive, change their scorecard access, and update their access privileges. For additional details on each of those see the appropriate section of this article.

Delete a User

You cannot delete a user in Clear Impact Scorecard since they may be assigned Actions, Tasks, etc as well as have commentary and other edits throughout the software. Instead to maintain a log of activity and not delete content if you wish to remove a user from your site you can make them inactive. Inactive users will not be able to log in to Clear Impact Scorecard and do not count against your licensed users. You can have as many inactive users on your site at any time as you want. To make a user inactive, follow these steps.

1. Edit the user as show above

2. Uncheck the Account Active option

3. Save the user.

Reset User Password

There are two ways to reset a user's password. The first way can be done through the administration/users page. And the second is using the forgot password button on the login page.

Administrator Method

1. Edit the user as show above

2. Select the Reset Password button

3. Confirm that you want to reset the password in the modal box

4. The temporary password will then be emailed to the user and be displayed on the screen so you can copy the password and give it to them if there is a problem with emails being received.

End User Method

forgot-password

1. On the Clear Impact Scorecard login page select the forgot password button

2. Enter your username

3. An email will then be emailed to the user with a new password

User Privileges (Roles)

The access control section of a user account has many options for customizing access throughout the Clear Impact Scorecard system. By enabling or disabling these user privileges you can control what users can do in the system.

Add Commentary

This permission will allow users to comment on scorecard objects using the comments section. (Feature coming soon)

Edit Scorecard Object Notes

This permission will allow a user to edit all the notes on the presentation views of all the scorecard objects that they have access to. This permission also gives the user the ability to use the Turn the Curve wizard on any measure they can view.

Embed Scorecard

This permission gives the user the ability to see and use the embed code for scorecard objects. If the user also has the Add/Edit Scorecard Objects role they will be able to turn on and off the embed feature for scorecards.
Note – Even with this role the embed code will only be accessible for objects that have embed enabled on a scorecard they belong to.

Add/Edit Scorecard Objects

This permission gives a user the ability to edit and create new scorecard objects. This includes Scorecards, Results, Indicators, Programs, Performance Measures, and Tags. This permission also gives the user the ability to run the Population Result Tutorial and Program Performance Measure Tutorial.

Delete Scorecard Objects

Users with this permission can delete any scorecard objects that they have access to.

Add/Edit Actions

This permission gives a user the ability to edit and create new Actions.

Delete Actions

Users with this permission can delete any Actions that they have access to.

Data Maintainer

This permission gives the user the ability to access the Add Data Values module through the scorecard by clicking on the Indicator or Performance Measure icon on the left side and selecting "Add Data Values". They are not able to change any details of measures but can enter data values.

Update Action Status

If a user has this permission they can add and edit Action statuses on the Action presentation view.

Add To-Do's

If a user has this permission they can add and edit To-Do's on the Action presentation view.

Settings

This permission grants access to the Settings administration page. On this page the user can change organization name, site time zone, date culture, site logo, and the administration message.

User Management

This permission grants access to the Users administration page and the ability to add and edit other users.

Scorecard Defaults

This permission grants access to the Scorecard Defaults, Default Note Editor, Action Custom Fields, and Global Color Bands administration pages. Users with this permission can customize how scorecard objects and color bands are configured when they are created to save time when building scorecards.

Language Editor

This permission grants access to the Language Editor administration page.

Calendar Manager

This permission grants access to the Calendar Manager administration page.

Import/Export

This permission grants access to the Import/Export administration page. Currently this gives the user the ability to import data values from CSV files. Users with this permission can also see additional export options throughout the software for exporting large quantities of data not accessible to other users.

All Scorecards

This permission grants the user the ability to see every scorecard and scorecard object in the site regardless of other settings. Users without this permission will only be able to see scorecard objects that are linked to scorecards they have access to. If a scorecard object is not linked to a scorecard then only users with the All Scorecards privilege will be able to see it.
If a user does not have the All Scorecards privilege they will need to have scorecards assigned to them on the Scorecards tab of the create/edit user view.

View Reports

IMPORTANT - This permission gives this user access to reports which may contain data they would not normally be able to see through Scorecard based security since reports are custom written. This permission grants access to the Reports module page. This gives the user the ability to view reports and adjust the filters on existing reports.

Add/Edit Reports

IMPORTANT - This permission gives this user access to reports which may contain data they would not normally be able to see through Scorecard based security since reports are custom written. This role gives the user permission to view, add, edit, and delete custom reports. Custom reports designing requires a technical understanding of databases and table joins to effectively use, it is recommended you ask someone with this expertise in your organization for help.

Instance Administrator

The instance administrator role is a special security role that allows the user to access and make changes to high security portions of your instance. These include your API key, Billing, Partner Connect, and, if you have multiple instances, all the Multi-Site Tools menu items as well.